See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $188,206 |
ORIENTAL PENSION CONSULTANTS8+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $29,843 |
LANDA UMPIERRE PSC7 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $11,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,471 | $91,407+229.8% | $135,903+121.8% | $71,457+321.9% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | -0.14% | 29.90%-30.0pp | 68.23%-68.4pp | 28.85%-29.0pp |
| Employer contribution / active EE | $9,157 | $3,703+147.3% | $4,856+88.6% | $2,588+253.9% |
| Participant deferral / active EE | $7,048 | $7,092-0.6% | $7,758-9.1% | $4,289+64.3% |
| Admin fee / account holder | $1,213 | $1,266-4.1% | $10,762-88.7% | $1,587-23.6% |